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Focused on construction
A Southeast CPA firm built for specialty trade contractors, custom home builders, and site and civil contractors. We read a WIP schedule the way you read a set of plans, and we build the financials to carry the load.
Construction accounting · assurance · tax · across the Southeast
Progress billings, retainage, change orders, bonding. Your books have moving parts a general accountant misses. Here's where we come in.
Clean job costing, WIP schedules, and over/under-billing tracking, so you know which jobs are making money.
Learn more →02 / SystemsThe right software, set up the right way for construction, including platform migrations and workflows that keep your books in sync with the field.
Learn more →03 / AdvisoryDecision-ready reporting, cash-flow forecasting, and the ongoing advisory support growing contractors need.
Learn more →04 / AssuranceReview, compilation, and agreed-upon procedure engagements that satisfy your surety and your bank.
Learn more →05 / TaxProactive, year-round planning that fits how your contracts recognize revenue, not reactive compliance.
Learn more →06 / ValuationValuation support for succession planning, ownership transitions, internal planning, and transactions.
Learn more →07 / CleanupResolve historical accounting issues, strengthen reporting, and restore financial clarity.
Learn more →Revenue you've earned but haven't billed. Costs on the books for jobs that won't close for months. A bonding agent who needs to trust your numbers. This is its own discipline, and it's the only one we practice.
WIP schedules, earned-vs-billed, and the fade analysis your surety actually reads. Not an afterthought, the center of the work.
The CPA who scopes your engagement is the one who does the work and signs the return. No handoffs, no learning curve on your account.
Reporting that ties to the jobsite, so the numbers mean something to the people running the work.
Tax and cash-flow decisions happen mid-project. We plan in real time, not in hindsight.
Practical writing on construction accounting, tax, and bonding. The same guidance we'd give a client across the table.
The prescriptive close to the series: the operational-plus-ledger stack we'd actually recommend for service trades, project builders, and site/civil contractors, plus a simple 'fine for this, breaks at that' summary.
The AI-native accounting tools are genuinely good, for the businesses they were built for. Here's the specific, verifiable reason they fall down for a bonded contractor, and it isn't the reason you'd guess.
A fair, plain-English tour of the AI-native accounting tools contractors are seeing everywhere right now: what they genuinely do well, who they're built for, and how to think about them without the hype.